AIM
UMH

Aigen Investment Management’s UMH Properties UMH Stock Holding History

Aigen Investment Management’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,737
Closed -$234K – 993
2025
Q3 		$234K Buy
+15,737
New +$252K 0.04% 618
2024
Q1 		– Sell
-18,314
Closed -$281K – 1022
2023
Q4 		$281K Buy
+18,314
New +$264K 0.05% 513
2023
Q3 		– Sell
-13,423
Closed -$215K – 1095
2023
Q2 		$215K Sell
13,423
-11,380
-46% -$176K 0.03% 596
2023
Q1 		$367K Buy
+24,803
New +$407K 0.05% 379
2021
Q1 		– Sell
-14,030
Closed -$208K – 895
2020
Q4 		$208K Sell
14,030
-1,972
-12% -$28.7K 0.03% 671
2020
Q3 		$217K Buy
+16,002
New +$213K 0.03% 622
2020
Q1 		– Sell
-5,705
Closed -$90K – 1586
2019
Q4 		$90K Buy
+5,705
New +$86K 0.01% 706

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return